CIPMX vs. FMDGX

In the year-to-date period, CIPMX achieves a 1.18% return, which is significantly lower than FMDGX's 5.60% return.

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CIPMX has a 1.09% expense ratio, which is higher than FMDGX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and Fidelity Mid Cap Growth Index Fund (FMDGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CIPMX Sharpe Ratio is -0.23, which is lower than the FMDGX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of CIPMX and FMDGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CIPMX has not paid dividends to shareholders, while FMDGX's dividend yield for the trailing twelve months is around 0.44%.

The maximum CIPMX drawdown since its inception was -45.33%, which is greater than FMDGX's maximum drawdown of -38.85%. Use the drawdown chart below to compare losses from any high point for CIPMX and FMDGX. For additional features, visit the drawdowns tool.

The current volatility for Champlain Mid Cap Fund (CIPMX) is 6.35%, while Fidelity Mid Cap Growth Index Fund (FMDGX) has a volatility of 7.58%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than FMDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.